Jupiter Asia Pacific Income SICAV

Fund overview

The fund aims to achieve long term capital growth and income by investing primarily in quoted companies in any economic sector involved directly or indirectly in the Asian and Pacific Region, excluding Japan.

Key facts

  • The fund aims to generate long term capital growth and income, investing in the Asian and Pacific Region, but excluding Japan.
  • The fund manager’s investment strategy focuses on companies he believes are well-managed and well-positioned within their own industry, with a scaleable business model and management that is committed to sharing the company’s profits with shareholders.
  • The fund manager has the flexibility to focus on only his best investment ideas, so the fund may hold very little or no shares in some of the region’s largest companies, sectors or countries if he feels the risks of investing in them outweigh the potential rewards.

Important information

Market and exchange rate movements can cause the value of an investment to fall as well as rise, and you may get back less than originally invested. We recommend you discuss any investment decisions with a financial adviser, particularly if you are unsure whether an investment is suitable. Jupiter is unable to provide investment advice. Initial charges are likely to have a greater proportionate effect on returns if investments are liquidated in the shorter term.

Past performance is no indication of current or future performance. Performance data does not take into account commissions and costs incurred on the issue and redemption of shares.

The fund invests a significant portion of the portfolio in developing geographical markets where there is a greater risk of volatility due to political and economic change, fees and expenses tend to be higher than in western markets. These markets are typically less liquid, with trading and settlement systems that are generally less reliable than in developed markets, which may result in large price movements or losses to the fund.

This fund invests mainly in shares and it is likely to experience fluctuations in price which are larger than funds that invest only in bonds and/or cash. The value of quarterly income payments will fluctuate.

All of the fund's expenses are charged to capital, which can reduce the potential for capital growth.

The KIID and Prospectus are available from Jupiter on request. This fund can invest more than 35% of its value in securities issued or guaranteed by an EEA state. For definitions please see the glossary at jupiteram.com.

Fund manager(s)

Jason Pidcock

Jason Pidcock